Financial Management Inc. (FMI) offers investment management and financial advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations, and businesses. FMI creates customized investment plans based on clients' objectives and risk profiles. Services include asset and wealth management, financial planning, and consulting. FMI may recommend clients allocate a portion of their assets to alternative investments. FMI does not provide legal, accounting or tax advice.
Assets Under Management$180M
Clients174
Advisors5
Avg. per Client$1M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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